Regional Administrative Specialist (Bilingual)

Requisition ID: 200174 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Regional Administrative Specialist to join our team. As a Regional Administrative Specialist, you will be responsible for providing administrative and operational support to Financial Consultants and Portfolio Managers. Is this role right for you? In this role you will: Process documentation requests and input transaction requests as directed by Financial ConsultantsPartner with Financial Consultants and Portfolio Managers in booking client meetingsRespond effectively to all inquiries from current and prospective clients concerning MD products and servicesRespond to last minute requests from Financial Consultants during client meetingsMaintain a follow-up system for inquiries, complaints, and problem resolution, ensuring that established MD service standards are being met in a timely mannerProvide support and participate in the research and resolution of client issuesComplete file preparation for Financial Consultants and Portfolio Managers in advance of client meetingsPrepare and process new account documentation as required Update the database for all client contact, ensuring that all client information & notes are recorded correctlyMaintain monthly compliance related tasks as requiredLiaise with accountants and third parties as requiredPrepare business correspondence to clients and third partiesParticipate in projects as requiredProvide reception coverage and general office duties The Must Haves: Community college diploma in Business Administration or equivalent2 years’ experience in an administrative or clerical position, preferably within the financial services industryProficiency in the use of Microsoft Windows and its applications including Excel, Word, PowerPoint, and MS OutlookWorking knowledge of CRM2 Canadian Securities Course (CSC) & Conduct and Practice Handbook (CPH) are considered assetsBilingual French and English is mandatoryDo you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: A dedication to client serviceStrong organizational skillsStrong attention to detail and follow-through skillsExcellent verbal and written communication skillsInitiative and are resourcefulAn ability to work independently or effectively within a teamAn ability to manage multiple priorities in a fast- paced environmentAn ability to effectively manage changeA focus on achieving results  Location(s):  Canada : Ontario : Ottawa || Canada : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : Newfoundland and Labrador : St John's || Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.